Commercial Loan Assistant

Itasca Bank & Trust Co.; Chicago (IL); On-site; USD 40,000 - 60,000; Full time

Job summary

Itasca Bank & Trust Co. is seeking a customer service-oriented loan servicing associate to handle inbound calls, emails, or walk-in requests in a local Illinois office.

You will provide general loan servicing, including balance inquiries, transfers, payments, payoffs, and statement research, while supporting multiple loan officers. The role requires familiarity with the core processing system and traditional office software.

Qualifications

• Provide exceptional service to our customers while handling inbound calls, emails, or walk-in requests.
• Provide general loan servicing such as balance inquiries, loan advances, transfers, payments, paydowns, payoffs, wires, auto-pay management, and statement research.
• Provide administrative support for multiple loan officers.
• Coordinate with Treasury Management team for non-loan-related functions.
• Possess a solid understanding of the core processing system as demonstrated by the ability to accurately process monetary transactions, loan maintenance, and resolve most balancing issues.
• Demonstrate proficiency with traditional application software programs (spreadsheet, word processing, database and scheduling) to perform required daily tasks.

Responsibilities

• Provide exceptional service to our customers while handling inbound calls, emails, or walk-in requests.
• Provide general loan servicing such as balance inquiries, loan advances, transfers, payments, paydowns, payoffs, wires, auto-pay management, and statement research.
• Provide administrative support for multiple loan officers.
• Coordinate with Treasury Management team for non-loan-related functions.
• Possess a solid understanding of the core processing system as demonstrated by the ability to accurately process monetary transactions, loan maintenance, and resolve most balancing issues.
• Demonstrate proficiency with traditional application software programs (spreadsheet, word processing, database and scheduling) to perform required daily tasks.

Job description

Founded in 1948, Itasca Bank & Trust Co. is a locally owned, independent community bank with locations in Itasca and Roselle, Illinois. We value our staff and believe our greatest strength is our people—both our customers and employees. For more than 77 years, the Bank has been a responsible community leader by honoring the values of our past while making decisions that shape our future. Our ability to serve customers and remain a trusted corporate citizen depends on a dedicated and responsible team. Itasca Bank has been recognized as a Best of the Best/Top Pick by Daily Herald readers for multiple years since 2016, reflecting our commitment to quality service, high standards, and responsiveness to both customers and employees. We are a responsible employer dedicated to employee health and safety, maintaining diversity in our workforce and vendor relationships, and fostering a positive workplace culture. We encourage participation in community and civic activities and support a healthy work/life balance that helps create stronger communities and a better environment for our employees.

Essential Functions

• Provide exceptional service to our customers while handling inbound calls, emails, or walk-in requests.
• Provide general loan servicing such as balance inquiries, loan advances, transfers, payments, paydowns, payoffs, wires, auto-pay management, and statement research.
• Provide administrative support for multiple loan officers.
• Coordinate with Treasury Management team for non-loan-related functions.
• Possess a solid understanding of the core processing system as demonstrated by the ability to accurately process monetary transactions, loan maintenance, and resolve most balancing issues.
• Demonstrate proficiency with traditional application software programs (spreadsheet, word processing, database and scheduling) to perform required daily tasks.